Dixon Hughes Goodman Wealth Advisors LLC

Dixon Hughes Goodman Wealth Advisors LLC (CRD# 109279) is a financial advisory firm headquartered in Asheville, NC. They manage $1,678,227,868 in 4,269 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,678
    MILLION
  • Total Number of Accounts
    4,269
    ACCOUNTS
  • Average Account Value
    $393,120
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, IN, LA, MD, MS, NC, NJ, PA, SC, TN, TX, VA, VT, WV

Financial Advisors at Dixon Hughes Goodman Wealth Advisors LLC
Showing 1 - 10 of 23 top financial advisors.
1
Dollie B. Smith-Feldmeth
CRD#: 4827740
500 Ridgefield Court, Suite 100, Suite 100, Asheville, NC 28806
101
Wealthminder
score

Dollie Smith-Feldmeth (CRD# 4827740) is an Investment Advisor Representative working at Dixon Hughes Goodman Wealth Advisors LLC in Asheville, NC and has over 12 years of experience in the finance industry. Dollie Smith-Feldmeth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul J. Harteg
CRD#: 1303928
11 Brendan Way, Suite 200, Greenville, SC 29616
96
Wealthminder
score

Paul Harteg (CRD# 1303928) is an Investment Advisor Representative working at Dixon Hughes Goodman Wealth Advisors LLC in Greenville, SC and has over 25 years of experience in the finance industry. Paul Harteg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William F. Laird
CRD#: 5334135
245 Riverside Avenue, Suite 410 A, Jacksonville, FL 32202
96
Wealthminder
score

William Laird (CRD# 5334135) is an Investment Advisor Representative working at Dixon Hughes Goodman Wealth Advisors LLC in Jacksonville, FL and has over 10 years of experience in the finance industry. William Laird has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Leslie K. Satterfield
CRD#: 4251447
11 Brendan Way, Suite 200, Greenville, SC 29615
96
Wealthminder
score

Leslie Satterfield (CRD# 4251447) is an Investment Advisor Representative working at Dixon Hughes Goodman Wealth Advisors LLC in Greenville, SC and has over 17 years of experience in the finance industry. Leslie Satterfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
William C. Bridgeman
CRD#: 4796732
320 East Main Street, Ste 310, Spartanburg, SC 29302
93
Wealthminder
score

William Bridgeman (CRD# 4796732) is an Investment Advisor Representative working at Dixon Hughes Goodman Wealth Advisors LLC in Spartanburg, SC and has over 13 years of experience in the finance industry.

6
Frederick F. Kramer
CRD#: 1088636
500 Ridgefield Court, Suite 100, Suite 100, Asheville, NC 28806
93
Wealthminder
score

Frederick Kramer (CRD# 1088636) is an Investment Advisor Representative working at Dixon Hughes Goodman Wealth Advisors LLC in Asheville, NC and has over 34 years of experience in the finance industry.

7
Ellen H. Lindh
CRD#: 3024987
1410 Spring Hill Road, Ste 501, Tysons, VA 22102
93
Wealthminder
score

Ellen Lindh (CRD# 3024987) is an Investment Advisor Representative working at Dixon Hughes Goodman Wealth Advisors LLC in Tysons, VA and has over 19 years of experience in the finance industry.

8
Jason A. Lunsford
CRD#: 4240896
707 Virginia Street East, Suite 1700, Charleston, WV 25301
93
Wealthminder
score

Jason Lunsford (CRD# 4240896) is an Investment Advisor Representative working at Dixon Hughes Goodman Wealth Advisors LLC in Charleston, WV and has over 17 years of experience in the finance industry.

9
Amy E. Manning
CRD#: 5712295
6525 Morrison Blvd, Ste 518, Charlotte, NC 28211
93
Wealthminder
score

Amy Manning (CRD# 5712295) is an Investment Advisor Representative working at Dixon Hughes Goodman Wealth Advisors LLC in Charlotte, NC and has over 8 years of experience in the finance industry.

10
Joe P. Moser
CRD#: 5618562
999 South Shady Grove, Memphis, TN 38120
93
Wealthminder
score

Joe Moser (CRD# 5618562) is an Investment Advisor Representative working at Dixon Hughes Goodman Wealth Advisors LLC in Memphis, TN and has over 8 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.